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Alpine Transformations Fund Institutional Class (ADTRX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund seeks to invest in equity securities of companies that, in the Adviser's estimation, are entering or on the verge of entering an accelerated growth period catalyzed by transformation. The Adviser seeks to identify investment opportunities in securities of companies that it believes are undervalued in light of the companies' potential for vigorous growth. The fund is not restricted on how much may be invested issuers of a single country, provided that it limits its investment in countries that are considered "emerging markets" to no more than 35% of its net assets.


1 month-2.20% 3 years+13.59%
3 months-6.63% 5 years+11.23%
1 year+11.43% Since inception+6.75%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+11.23%+11.71%
Expense ratio1.89%1.29%
Risk 5 year sharpe ratio0.730.85
Net assets$7.5M$1.2B
Average market cap$7.7B$9.3B
Average P/E22.324.2
Portfolio turnover50%50%

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Fund Management and Purchase Info

Fund familyAlpine
Fund manager & tenureStephen Lieber / 7 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment$1,000,000.00


U.S. stock83.90%
International stock9.83%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Healthcare 23.42%
Industrial materials 21.75%
Business service 9.20%
Financial service 9.11%
Consumer service 9.07%
Top 10 Holdings
Portfolio weighting
-- 4.02%
SNA Snap-On Inc3.87%
EW Edwards Lifesciences Corp3.58%
UHAL Amerco2.96%
CALD Callidus Software Inc2.93%
PCLN Priceline2.92%
MNK Mallinckrodt Plc2.91%
JAH Jarden Corp2.91%
ZLTQ ZELTIQ Aesthetics Inc2.42%
TMO Thermo Fisher Scientific Inc2.13%

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